Investment Team Voices

The Case for Emerging Markets Is Strong

Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
April 3, 2023

The Calamos Global Equity Team discuss the opportunities of ASEAN reopening, nearshoring and friendshoring. They also explain why the fundamentals of emerging market banks may make them more stable than banks in developed markets.

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Calamos Investment Team Outlooks, January 2023

January 3, 2023

The Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.

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Calamos Investment Team Outlooks, October 2022

October 3, 2022

Despite market volatility and many macro-level uncertainties, our teams continue to identify opportunities across asset classes. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

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Calamos Investment Team Outlooks, July 2022

July 7, 2022

At Calamos, we believe there is opportunity in every market—including the most volatile ones. Senior members of our investment organization discuss how they are managing risk and positioning the Calamos funds. With an introduction from Founder and Global Chief Investment Officer John P. Calamos, Sr.

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Calamos Investment Team Outlooks, January 2022

January 24, 2022

Stickier inflation, a new wave of Covid cases, and Fed tightening on the horizon give investors much to contemplate as 2022 begins. Senior members of our investment organization share their outlooks and discuss where they are finding opportunity. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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Calamos Investment Team Outlooks, October 2021

John P. Calamos, Sr., Jon Vacko, Joe Wysocki, Brandon M. Nelson, Eli Pars, Jim Madden, Tony Tursich, Matt Freund, Christian Brobst, Charles E. Carmody, John Hillenbrand, Michael Grant, Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge, Michael Kassab, Bill Rubin
October 19, 2021

Inflation may be more persistent, and the pace of growth may be slowing, but our teams continue to identify many opportunities across asset classes. Senior members of our investment organization share their outlooks and discuss how they are positioning portfolios. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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India’s Stealth Bull Market

Paul Ryndak, CFA, and Kyle Ruge, CFA
September 30, 2021

The Calamos Global Equity Team explains why they believe India is one of the most compelling long-term growth stories in emerging markets and where they are finding investment opportunities.

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Volatility Creates Opportunity in China’s Equity Market

Nick Niziolek, CFA
September 10, 2021

Co-CIO Nick Niziolek discusses why the Calamos Global Equity Team is positive on the long-term prospects of many Chinese equities. He also discusses how the team is using convertible securities to purse risk-managed participation in the Chinese equity market.

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